Australian Shares - smartMonday

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Index Diversified Core

Objective

To provide a return that closely matches the benchmark return before fees and tax.

Investment fees + indirect costs

0.39% pa.

Minimum timeframe

15 years.

Risk level

7 (Very high)

Chance of a negative annual return

6 or greater every 20 years

Returns (as at 30/06/2021)

Timeframe Return
3 mths 9.38%
Financial yr to date 29.97%
1 yr (% pa.) 29.97%
3 yr (% pa.) 12.04%
5 yr (% pa.) 12.84%
7 yr (% pa.) 9.87%
10 yr (% pa.) 10.23%

3 mths	Financial yr to date	1 yr (% pa.)	3 yr (% pa.)	5 yr (% pa.)	7 yr (% pa.)	10 yr (% pa.)
9.38%	29.97%	29.97%	12.04%	12.84%	9.87%	10.23%

See past returns

Asset allocation

Target – The asset allocation expected to achieve the investment objective over the investment period.
Range – The potential variation of the asset allocation due to tactical investment activity.

Type Target
Benchmark Asset Allocation
Australian Shares 100%
Benchmark Index
S&P/ASX 300 Accumulation Index 80%
FTSE/ASFA Australian High Dividend Yield Index 20%

Objective

To provide a return that exceeds the benchmark return (after fees but before tax) over rolling 5-year periods.

Investment fees + indirect costs

0.86% pa.

Minimum timeframe

15 years.

Risk level

7 (Very high)

Chance of a negative annual return

6 or greater every 20 years

Returns (as at 30/06/2021)

Timeframe Return
3 mths 7.69%
Financial yr to date 30.24%
1 yr (% pa.) 30.24%
3 yr (% pa.) 10.07%
5 yr (% pa.) 11.94%
7 yr (% pa.) 9.86%
10 yr (% pa.) 10.47%

3 mths	Financial yr to date	1 yr (% pa.)	3 yr (% pa.)	5 yr (% pa.)	7 yr (% pa.)	10 yr (% pa.)
7.69%	30.24%	30.24%	10.07%	11.94%	9.86%	10.47%

See past returns

Asset allocation

Target – The asset allocation expected to achieve the investment objective over the investment period.
Range – The potential variation of the asset allocation due to tactical investment activity.

Type Target
Benchmark Asset Allocation
Australian Shares 100%
Benchmark Index
S&P/ASX 300 Accumulation Index 70%
S&P/ASX 200 Accumulation Index 30%

Objective

To provide a return that exceeds the benchmark return (after fees but before tax) over rolling 5-year periods.

Investment fees + indirect costs

0.82% pa.

Minimum timeframe

15 years.

Risk level

7 (Very high)

Chance of a negative annual return

6 or greater every 20 years

Returns (as at 30/06/2021)

Timeframe Return
3 mths 7.87%
Financial yr to date 30.41%
1 yr (% pa.) 30.41%
3 yr (% pa.) 10.47%
5 yr (% pa.) 12.15%
7 yr (% pa.) 9.89%
10 yr (% pa.) 10.26%

3 mths	Financial yr to date	1 yr (% pa.)	3 yr (% pa.)	5 yr (% pa.)	7 yr (% pa.)	10 yr (% pa.)
7.87%	30.41%	30.41%	10.47%	12.15%	9.89%	10.26%

See past returns

Asset allocation

Target – The asset allocation expected to achieve the investment objective over the investment period.
Range – The potential variation of the asset allocation due to tactical investment activity.

Type Target
Benchmark Asset Allocation
Australian Shares 100%
Benchmark Index
S&P/ASX 300 Accumulation Index30%
S&P/ASX 200 Accumulation Index 70%